CMA Marketing Plan

1. At Timeframe, enter the date you anticipate for an activity.
2. At Activity, enter a description of the activity.
3. If you have more than one activity, click Add Another Activity. TMLS displays an additional set of input fields. Enter text. Repeat as necessary until all activities are defined.
4. If you want to save this marketing plan for use as a default in subsequent CMAs, click Set As Default. At the prompt, click OK.
5. Click Next, or Presentation Contents, to proceed to that page. (See CMA Presentation Contents).

Once you create a marketing plan and save it as the default, TMLS displays this at all subsequent CMAs. Review the plan and edit where necessary (e.g., the dates):

1. At Timeframe, edit the date if required.
2. At Activity, edit the description if necessary.
3. Repeat steps 1 and 2 for all activities listed.
4. To add an additional activity, click Add Another Activity. TMLS displays an additional set of input fields. Enter text. Repeat as necessary until all activities are defined.
5. To remove any activity from the plan, click Delete This Activity.
6. If you want to save this marketing plan for use as your new default in subsequent CMAs, click Set As Default. At the prompt, click OK.
7. Click Next, or Presentation Contents, to proceed to that page. (See CMA Presentation Contents).

• You can at any time make changes to your default marketing plan. After revising the text, click Set As Default if you want the edited page to be your new default. At the prompt, click OK.
• If after creating your personal default marketing plan, you want to use this new format for a pre-existing CMA, click Use Default at the marketing plan page for that CMA. TMLS replaces the former plan with your new default. Likewise, if you are editing your personal default marketing plan in a CMA and then decide you want to restore it to your current personal default, click Use Default.